<aside> ⚠️

OUT OF DATE: do not follow steps 2 and 4 on this page as written (banner added 2026-10-21).

• Step 2 names a CloudDocs - VBMS Downloads library. It could not be found to exist when checked on 2026-08-31 and again on 2026-09-03.
• Step 4 points browser downloads at the whole CloudDocs - CaseFiles library. That contradicts this page's own warning never to save files directly into CaseFiles, and syncing CaseFiles inside Citrix would copy every client's files into a VA desktop profile.
• Current, tested method: How to Get an eFolder Out of Citrix (step by step). Upload through the browser into the staging folder CaseFiles > _eFolders_ > _VBMS_DROP (tested end to end 2026-09-25). Never upload into a client case folder; Neos handles final placement.
• Still correct here: signing into office.com with your OSDRI account, in Chrome, inside Citrix.

Tracked in osdri-site#704 and osdri-site#938. No client information on this page.

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/9f0d910e-a2ea-4a25-9400-4b1d5e9ed553/Fast_Forward.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/9f0d910e-a2ea-4a25-9400-4b1d5e9ed553/Fast_Forward.png" width="40px" /> Shortcuts to Save

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a9739258-ccee-4285-83c0-fc6bd5b2afdb/Key_Not_in_Vehicle.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a9739258-ccee-4285-83c0-fc6bd5b2afdb/Key_Not_in_Vehicle.png" width="40px" /> *open all links in Citrix

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Accessing OneDrive in Citrix.mp4

1. While logged into the Citrix portal, go to www.office.com and login to your OSDRI account in the top right hand corner (you may be logged into your VA account by default). 🌟 YOU MAY NEED TO DO THIS IN THE CHROME BROWSER

2. Once logged in, navigate to OneDrive in the top left hand corner and sync the CloudDocs - VBMS Downloads folder to your desktop inside Citrix

3. Login to your OSDRI email account again when prompted, and save the CloudDocs - VBMS Downloads folder to your Quick Access for easy access

4. In your browser, select Downloads Settings and change the location where downloads are saved so they are automatically downloaded to the CloudDocs - CaseFiles folder in the Operation Stand Down OneDrive account

5. Open a File Explorer folder outside of Citrix on your OneDrive account on your desktop and locate the CloudDocs - CaseFiles folder

   <aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/d79c7173-958c-42e1-845e-d56b43bfa98e/Clock.svg" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/d79c7173-958c-42e1-845e-d56b43bfa98e/Clock.svg" width="40px" /> *It may take a few minutes for everything to sync the first few times you do this, but it should sync the documents or zipped files you downloaded inside Citrix to the OSDRI OneDrive account

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6. Drag and drop the folder or documents from the OneDrive folder inside the client’s Documents Tab in Neos

   <aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/75026e90-3039-475f-beff-aacb43b6ceb8/no.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/75026e90-3039-475f-beff-aacb43b6ceb8/no.png" width="40px" /> NEVER SAVE FILES DIRECTLY TO THE CASEFILES FOLDER FROM THE FILE EXPLORER WINDOW. THIS WILL CAUSE SYNC ISSUES WITH THE CLIENT’S FILE IN NEOS!!

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